Client Implementation Specialist - Banking

Job Description

Job Description

Job Description

One of Insight Global’s top clients within the Banking Industry is looking for a Client Enablement Implementation Specialist to sit onsite 4 days a week in Pittsburgh, PA. This person will sit within treasury services, supporting all client onboarding and implementation. The team is responsible for implementing lockbox strategy for corporate clients. Most of these clients are wholesale clients. Once the sales team signs the client and client goes through KYC, onboarding, etc, the client enablement implementation specialist will write out a course of action for implementation and ensure delivery from start to finish. This team will work alongside the sales team and be the operations behind ensuring true client implementation. Insight Global is looking for someone with over two years of corporate banking and client service experience, an understanding of payments within financial institutions, and and knowledge of the Microsoft office suite. Multitasking, organization, and eagerness are skills necessary to this role. This candidate would stand out if they have knowledge of lockboxes, experience in PEGA systems or JIRA, and knowledge of treasury services.

Required Skills & Experience

• 2+ years of corporate banking experience

• Strong client service experience

• Understanding of payments and money transfers

• Microsoft Office Suite and Excel

Nice to Have Skills & Experience

• Lockbox Experience

• Experience with PEGA systems

• Experience in JIRA • Treasury Knowledge

• Bachelor’s Degree